
How to Stop Phishing Attacks: Email Security and Employee Training
The specific Microsoft 365 settings, sign-in rules and staff habits that stop most phishing at small and mid-sized businesses, and what to do when someone clicks anyway.
Reviewed by the ITRS security team · Last updated
Phishing works because it targets people, not software: a fake invoice, a password-reset notice, a message that looks like it came from the owner. No single control stops all of it.
This guide lists the settings we check first in a Microsoft 365 tenant, in roughly the order we fix them. Google Workspace has equivalents for most of them.
Stop forged mail from your own domain
Attackers often send mail that claims to come from your domain. SPF, DKIM and DMARC let receiving servers check that claim. The step that matters is moving DMARC from monitoring (p=none) to enforcement (p=quarantine, then p=reject) once legitimate senders are aligned.
Microsoft explains the setup in Set up DMARC for Microsoft 365. Our email spoofing check shows where your domain stands today. A Mississauga development company we worked with made this move; the case study has the details.
Filter what arrives
- Turn on anti-phishing impersonation protection for the owner, finance staff and anyone who approves payments, plus your main suppliers' domains.
- Use Safe Links where your licence includes it, so links are checked when clicked, not only when delivered.
- Keep the external sender warning on, so staff can see when a message that looks internal came from outside.
- Block auto-forwarding to outside addresses by default. A new forwarding rule is one of the first things an attacker sets up.
Make a stolen password useless
Someone will eventually type a password into a fake login page. Multi-factor authentication is what stops that password from being enough.
Use the Authenticator app with number matching rather than text messages where you can. For administrators, require phishing-resistant methods such as passkeys or FIDO2 keys, because some phishing kits now relay MFA codes in real time.
Block legacy authentication, which cannot do MFA at all, with a Conditional Access policy.
Train for the payment request, not the spelling mistake
Most phishing that costs money is a payment request: new banking details from a "supplier", or an urgent transfer from the "owner". The habit that stops it is a call-back to a number you already have on file, never one in the email.
Short, regular training works better than one long annual session. Run a simulated phishing test now and then, and make it easy and blame-free to report a suspicious message. Our security awareness training guide covers how to set that up.
A one-week checklist
If you only have a few hours this week, do these in order. Each one is a setting change, not a purchase, on most Microsoft 365 business plans.
- Check your domain with the email spoofing check and note your DMARC policy.
- Confirm MFA is enforced for every user, including the owner and shared mailboxes that allow sign-in.
- List every Global Administrator. If there are more than a few, remove the extras.
- Search all mailboxes for rules that forward mail outside the company.
- Write the call-back rule for payment changes into your accounts payable process and tell the team.
- Put the incident line, (289) 582-9930, somewhere staff can find it without logging in.
When someone clicks
Our step-by-step guide for clicked a phishing link goes further, and Microsoft 365 and Google Workspace forensics covers the cases where you need to know exactly what an attacker read or sent.
Report it straight away
The person who clicked tells IT or calls the 24/7 incident line at (289) 582-9930. Speed matters more than blame.
Reset and revoke
Change the password from a clean device and revoke the account's active sessions, so a stolen session token stops working too.
Check the mailbox
Look for new inbox rules, forwarding and sent items nobody wrote, and warn anyone who may have received mail from the account.
Decide on reporting
Phishing fraud can be reported to the Canadian Anti-Fraud Centre. If personal information was exposed, your privacy lead decides whether it is reportable under PIPEDA.
Where we come in
We set up and maintain these controls as part of managed security, and review the email settings on a schedule rather than once. If you want a second opinion on your tenant, call (289) 582-9930 or contact us; we are staffed 24/7.
Related reading.
- ToolEmail Spoofing Check for Canadian Business DomainsHow to check the three DNS records that stop someone sending email in your name: SPF, DKIM and DMARC, using free public lookup tools or a call with us.
- GuideWhat to do if you clicked a phishing linkClicking a link is not always a disaster. What happens next depends on whether you typed anything, downloaded anything, or allowed anything.
- ServiceCybersecurity Services in Toronto: Managed Security for GTA BusinessesWe run the day-to-day security of GTA businesses: account and email protection, endpoint detection, firewall management, alert review and incident response, with a 24/7…
- ArticleManaged Email Services in Vaughan and the GTA: What Managed Business Email Should IncludeA managed email service is more than a Microsoft 365 licence. What belongs in it, authentication, backup, continuity, monitoring, and how to compare providers.
Want this handled for your business?
Tell us your users, devices and sites. We are staffed 24/7 and reply with next steps. Quotes are built from your environment, not a price list. Active incident? Call (289) 582-9930, 24/7.
